01
Quarter overview
Show spend 30,000, attributed revenue 105,000, and ROAS 3.50x as verified headline metrics.
SYNTHETIC DEMONSTRATION
From campaign data to a three-page client review
For an agency account lead: validate quarterly spend and return, explain attribution definitions, and agree on next steps. All data is synthetic; this is not a real client report or a performance promise.
Documentation updated:
Inputs and calculations
July-September 2026, amounts in USD. Fixed 7-day click attribution; agency fees, organic revenue, and refunds are excluded. ROAS = attributed revenue / ad spend.
| Month | Ad spend | Attributed revenue | ROAS |
|---|---|---|---|
| July | 10,000 | 30,000 | 3.00x |
| August | 10,000 | 35,000 | 3.50x |
| September | 10,000 | 40,000 | 4.00x |
| Quarter total | 30,000 | 105,000 | 3.50x |
Spend: 10,000 × 3 = 30,000. Revenue: 30,000 + 35,000 + 40,000 = 105,000. Quarterly ROAS: 105,000 / 30,000 = 3.50. These aggregates do not isolate a channel effect or establish incremental revenue.
How are the three pages organized?
These are summaries of the complete outline, not screenshots of an already generated MCP report. An actual report link is returned after creating a job.
02
Measurement definitions
List source, date range, monthly figures, attribution window, and excluded fees and refunds.
03
Findings and actions
Explain the trend and evidence limits; plan attribution checks, channel breakdowns, and a controlled budget test.
Generate this example in your Agent
Connect and authorize MCP first, then copy this English request. It explicitly requests one report creation, subject to workspace limits. This documentation page does not create a report.
Read https://www.exceldashboard.ai/mcp.md and its complete Skill and outline reference. After MCP authorization, use the complete three-page synthetic agency outline provided there to create one English demonstration report. The input is synthetic July-September 2026 data: monthly spend USD 10,000 each; monthly attributed revenue USD 30,000, 35,000, and 40,000; fixed 7-day click attribution. Verify spend USD 30,000, revenue USD 105,000, and quarterly ROAS 3.50x. Clearly label synthetic data, exclude agency fees, organic revenue, and refunds, and do not infer causality. Show the exact returned report_url immediately, retain job_id, and poll get_report serially using poll_after_seconds until completed or failed. This request authorizes one report creation, which is subject to workspace limits. Do not create again to check progress.- The Agent reads the complete Skill and outline reference, checks the figures, and calls create_report with outline and locale.
- Show the actual returned report_url immediately, retain job_id, and query get_report using poll_after_seconds until completed or failed.
- The preview progressively shows report content. Share after completion; editing and export take place in the website editor and require the relevant sign-in and permissions.
Complete English outline
The same source outline is used in /mcp.md and the tool reference.
Read the full outline and page layouts
Agency Client Performance Review
<!-- meta goal: Review campaign efficiency and agree on next month's priorities skill: agency-client-review style: default lang: business pages: 3 audience: Client marketing lead date_range: 2026-07-01 to 2026-09-30 generated: 2026-10-05 -->Synthetic demonstration data for July–September 2026; not a real client report.
Data overview
layout: KPI Ledger
layout_intent: Summarize verified quarterly performance before reviewing definitions.
layout_slots: kpi-summary
- [slot: kpi-summary] Quarterly performance [smart_layout]
Metric Current value Description Ad spend USD 30,000 Total July–September campaign spend Attributed revenue USD 105,000 Revenue attributed using the demo's fixed 7-day click window ROAS 3.50x USD 105,000 / USD 30,000; excludes agency fees Evidence: Monthly ROAS increased from 3.00x in July to 4.00x in September. Attribution: These aggregates show an efficiency trend, but do not establish its cause. Recommendation: Review channel and campaign breakdowns before reallocating budget.
Data definitions
layout: Specification Sheet
layout_intent: Define the source, attribution window and calculation scope.
layout_slots: spec-body
- [slot: spec-body] Measurement scope [smart_layout]
Definition Value Source Synthetic monthly campaign aggregates for this example Scope July–September 2026; all amounts in USD Spend by month July 10,000; August 10,000; September 10,000 Revenue by month July 30,000; August 35,000; September 40,000 ROAS definition Attributed revenue / ad spend; fixed 7-day click window Footnote: Agency fees, organic revenue and refunds are excluded. No causal or incremental-lift conclusion can be made from these aggregates.
Validate the efficiency trend before increasing investment
layout: Closing Statement
layout_intent: Turn the measured trend into specific next steps without asserting causality.
layout_slots: takeaways
- [slot: takeaways] Findings and next steps [smart_layout] Findings: 01. Quarterly ROAS was 3.50x on USD 30,000 of spend. 02. Monthly attributed revenue rose from USD 30,000 to USD 40,000 while spend stayed constant. 03. The aggregate data cannot isolate the drivers or confirm incremental revenue. Actions: P1. Marketing lead: validate attribution and refund handling before the next review. P2. Agency analyst: compare channels and campaigns using consistent attribution definitions. P3. Account lead: agree on a controlled budget test after validating the breakdown. Goal: Confirm a repeatable efficiency improvement before scaling spend.